Index S&P 500
P/E 16.87
EPS (ttm) 6.07
Insider Own 23.56%
Shs Outstand 1.63B
Perf Week 4.30%
Market Cap 165.78B
Forward P/E 13.45
EPS next Y 7.62
Insider Trans -0.10%
Shs Float 1.24B
Perf Month 1.77%
Income 9.85B
PEG 0.91
EPS next Q 1.63
Inst Own 61.23%
Short Float 1.20%
Perf Quarter 6.56%
Sales 102.76B
P/S 1.61
EPS this Y 34.92%
Inst Trans -1.03%
Short Ratio 2.33
Perf Half Y 9.71%
Book/sh 56.80
P/B 1.80
EPS next Y 8.98%
ROA 0.88%
Short Interest 14.86M
Perf Year 17.59%
Cash/sh -
P/C -
EPS next 5Y 18.45%
ROE 10.36%
52W Range 69.42 - 109.11
Perf YTD 9.89%
Dividend Est. 3.56 (3.47%)
P/FCF -
EPS past 5Y 1.84%
ROI 2.61%
52W High -6.09%
Beta 1.36
Dividend TTM 3.48 (3.39%)
Quick Ratio -
Sales past 5Y 15.18%
Gross Margin -
52W Low 47.61%
ATR (14) 2.24
Dividend Ex-Date Jul 31, 2024
Current Ratio 1.45
EPS Y/Y TTM 6.85%
Oper. Margin 13.24%
RSI (14) 58.97
Volatility 1.77% 2.10%
Employees 80000
Debt/Eq 3.72
Sales Y/Y TTM 23.48%
Profit Margin 9.59%
Recom 2.65
Target Price 105.47
Option/Short Yes / Yes
LT Debt/Eq 2.75
EPS Q/Q 47.14%
Payout 62.71%
Rel Volume 2.27
Prev Close 100.73
Sales Surprise 4.87%
EPS Surprise 10.08%
Sales Q/Q 12.45%
Earnings Jul 16 BMO
Avg Volume 6.38M
Price 102.47
SMA20 2.60%
SMA50 2.12%
SMA200 9.23%
Trades
Volume 14,505,832
Change 1.73%
Date
Action
Analyst
Rating Change
Price Target Change
Sep-11-24 Downgrade
Goldman
Buy → Neutral
Aug-02-24 Downgrade
Wells Fargo
Equal Weight → Underweight
$99 → $95
Jul-17-24 Downgrade
Oppenheimer
Outperform → Perform
Jan-17-24 Downgrade
Keefe Bruyette
Outperform → Mkt Perform
$102 → $91
Jan-17-24 Downgrade
JP Morgan
Overweight → Neutral
$94 → $87
Jan-09-24 Downgrade
HSBC Securities
Buy → Hold
$96
Nov-28-23 Downgrade
Societe Generale
Buy → Hold
Nov-20-23 Downgrade
Exane BNP Paribas
Outperform → Neutral
$85
Oct-23-23 Downgrade
Odeon
Buy → Hold
$79.15
Oct-20-23 Upgrade
Wolfe Research
Underperform → Peer Perform
Oct-11-23 Downgrade
UBS
Buy → Neutral
$110 → $84
Sep-07-23 Initiated
HSBC Securities
Buy
$99
Jul-12-23 Upgrade
Odeon
Hold → Buy
$94
Jan-18-23 Downgrade
Citigroup
Buy → Neutral
$100
Jan-10-23 Upgrade
Odeon
Sell → Hold
$88.75
Jan-04-23 Downgrade
Wolfe Research
Outperform → Underperform
$92
Oct-05-22 Downgrade
Atlantic Equities
Overweight → Neutral
$95 → $85
Sep-06-22 Downgrade
Odeon
Hold → Sell
May-03-22 Upgrade
Oppenheimer
Perform → Outperform
$111
Jan-28-22 Downgrade
Odeon
Buy → Hold
Show Previous Ratings
Today 03:11PM
09:46AM
Sep-19-24 05:07PM
04:19PM
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Sep-16-24 05:04PM
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Sep-07-24 11:24PM
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Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
CRAWLEY MANDELL Chief Human Resources Officer Jul 26 '24 Sale 105.25 3,500 368,375 43,224 Jul 26 04:10 PM MANDELL L CRAWLEY & ALISON JIM Affilliate Jul 26 '24 Proposed Sale 105.25 3,500 368,375 Jul 26 04:01 PM AKRAM RAJA Deputy Chief Financial Officer Jul 18 '24 Sale 106.37 7,500 797,764 87,119 Jul 19 04:31 PM YESHAYA SHARON Chief Financial Officer Jul 19 '24 Sale 104.00 15,547 1,616,888 0 Jul 19 04:30 PM Herz Robert H Director Jul 17 '24 Sale 106.62 1,000 106,621 95,908 Jul 19 04:29 PM SIMKOWITZ DANIEL A Co-President Jul 17 '24 Sale 106.54 40,000 4,261,768 442,522 Jul 19 04:28 PM GORMAN JAMES P Executive Chairman Jul 17 '24 Sale 105.06 200,000 21,012,300 150,000 Jul 19 04:26 PM CRAWLEY MANDELL Chief Human Resources Officer May 14 '24 Sale 99.61 6,954 692,663 46,274 May 16 09:04 PM GORMAN JAMES P Executive Chairman Apr 18 '24 Sale 90.21 100,000 9,020,530 414,870 Apr 19 04:06 PM Smith Charles Aubrey III Chief Risk Officer Apr 17 '24 Sale 90.09 11,200 1,009,019 126,190 Apr 19 04:05 PM SAPERSTEIN ANDREW M Co-President Feb 12 '24 Sale 87.19 26,655 2,324,092 286,835 Feb 14 04:19 PM GORMAN JAMES P Executive Chairman Feb 12 '24 Sale 87.30 100,000 8,730,220 350,000 Feb 14 04:19 PM SAPERSTEIN ANDREW M Co-President Jan 30 '24 Sale 87.92 10,000 879,170 313,490 Feb 01 04:22 PM AKRAM RAJA Deputy Chief Financial Officer Jan 30 '24 Sale 87.41 4,500 393,346 93,134 Feb 01 04:21 PM GROSSMAN ERIC F Chief Legal/Admin Officer Jan 31 '24 Sale 88.55 26,562 2,352,001 234,627 Feb 01 04:20 PM GROSSMAN ERIC F Chief Legal/Admin Officer Jan 30 '24 Sale 87.81 26,563 2,332,595 261,189 Feb 01 04:20 PM GORMAN JAMES P Executive Chairman Jan 26 '24 Sale 87.93 50,000 4,396,400 379,701 Jan 26 04:36 PM GORMAN JAMES P Executive Chairman Jan 25 '24 Sale 87.93 50,000 4,396,435 400,000 Jan 25 04:03 PM AKRAM RAJA Deputy Chief Financial Officer Jan 18 '24 Sale 83.56 7,000 584,928 97,634 Jan 19 04:22 PM SAPERSTEIN ANDREW M Co-President Jan 19 '24 Sale 84.13 10,000 841,344 323,490 Jan 19 04:15 PM MORGAN STANLEY 10% Owner Oct 05 '23 Sale 50000.00 135 6,750,000 0 Oct 10 08:22 PM
Index DJIA, S&P 500
P/E 35.95
EPS (ttm) 2.61
Insider Own 0.06%
Shs Outstand 1.83B
Perf Week 3.53%
Market Cap 170.02B
Forward P/E 18.02
EPS next Y 5.20
Insider Trans 2.40%
Shs Float 1.81B
Perf Month 3.34%
Income 4.78B
PEG 2.27
EPS next Q 1.11
Inst Own 69.41%
Short Float 1.27%
Perf Quarter -8.33%
Sales 89.65B
P/S 1.90
EPS this Y 31.21%
Inst Trans 2.27%
Short Ratio 2.14
Perf Half Y -19.67%
Book/sh 55.41
P/B 1.69
EPS next Y 5.47%
ROA 2.38%
Short Interest 22.96M
Perf Year 13.55%
Cash/sh 3.28
P/C 28.56
EPS next 5Y 15.81%
ROE 4.82%
52W Range 78.73 - 123.74
Perf YTD 3.83%
Dividend Est. 0.70 (0.75%)
P/FCF 21.37
EPS past 5Y -31.23%
ROI 3.41%
52W High -24.24%
Beta 1.40
Dividend TTM 0.75 (0.80%)
Quick Ratio 0.60
Sales past 5Y 8.74%
Gross Margin 29.57%
52W Low 19.08%
ATR (14) 1.52
Dividend Ex-Date Jul 08, 2024
Current Ratio 0.66
EPS Y/Y TTM 112.07%
Oper. Margin 12.32%
RSI (14) 64.35
Volatility 1.52% 1.48%
Employees 225000
Debt/Eq 0.47
Sales Y/Y TTM 3.88%
Profit Margin 5.33%
Recom 1.78
Target Price 110.74
Option/Short Yes / Yes
LT Debt/Eq 0.39
EPS Q/Q 669.78%
Payout 0.00%
Rel Volume 1.79
Prev Close 93.45
Sales Surprise 0.32%
EPS Surprise 16.12%
Sales Q/Q 3.54%
Earnings Aug 07 BMO
Avg Volume 10.75M
Price 93.75
SMA20 3.91%
SMA50 3.19%
SMA200 -6.84%
Trades
Volume 19,244,188
Change 0.32%
Date
Action
Analyst
Rating Change
Price Target Change
Aug-08-24 Downgrade
Seaport Research Partners
Buy → Neutral
Aug-05-24 Reiterated
Morgan Stanley
Overweight
$130 → $110
Jul-02-24 Reiterated
MoffettNathanson
Buy
$130 → $125
Jun-25-24 Initiated
Goldman
Buy
$125
May-21-24 Upgrade
Redburn Atlantic
Sell → Neutral
$100
Apr-11-24 Resumed
JP Morgan
Overweight
$120 → $140
Mar-27-24 Reiterated
UBS
Buy
$120 → $140
Mar-25-24 Upgrade
Barclays
Equal Weight → Overweight
$95 → $135
Feb-08-24 Upgrade
Needham
Hold → Buy
$120
Oct-16-23 Reiterated
UBS
Buy
$122 → $110
Oct-06-23 Initiated
Seaport Research Partners
Buy
$93
Oct-06-23 Initiated
Bernstein
Outperform
$103
Sep-20-23 Reiterated
BofA Securities
Buy
$135 → $110
Sep-18-23 Initiated
Raymond James
Outperform
$97
Aug-21-23 Reiterated
Credit Suisse
Outperform
$126 → $122
Jul-26-23 Reiterated
Morgan Stanley
Overweight
$110 → $105
Jul-25-23 Downgrade
Atlantic Equities
Neutral → Underweight
$113 → $76
Jul-24-23 Reiterated
Evercore ISI
Outperform
$130 → $110
Jun-29-23 Downgrade
KeyBanc Capital Markets
Overweight → Sector Weight
May-25-23 Reiterated
KeyBanc Capital Markets
Overweight
$120 → $107
Show Previous Ratings
Today 12:31PM
04:39AM
Sep-19-24 08:28PM
05:45PM
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(The Wall Street Journal)
11:30AM
Sep-18-24 09:47AM
(Investor's Business Daily)
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Sep-15-24 12:00AM
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Sep-14-24 04:29PM
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Sep-09-24 04:44PM
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Sep-04-24 06:01PM
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(The Wall Street Journal)
07:31PM
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The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
MCDONALD CALVIN Director Aug 08 '24 Buy 85.06 11,756 999,994 22,313 Aug 09 04:33 PM Coleman Sonia L Sr. EVP and Chief HR Officer May 09 '24 Sale 106.00 4,400 466,400 0 May 09 07:06 PM GORMAN JAMES P Director May 08 '24 Buy 106.03 20,000 2,120,628 20,467 May 09 07:06 PM Coleman Sonia L Sr. EVP and Chief HR Officer Apr 01 '24 Sale 121.92 1,857 226,405 4,400 Apr 02 08:26 PM WOODFORD BRENT EVP, Control, Fin Plan & Tax Feb 15 '24 Option Exercise 92.23 3,792 349,755 43,285 Feb 20 06:05 PM WOODFORD BRENT EVP, Control, Fin Plan & Tax Feb 15 '24 Sale 112.50 4,792 539,087 38,493 Feb 20 06:05 PM Coleman Sonia L Sr. EVP and Chief HR Officer Jan 02 '24 Sale 90.11 898 80,919 1,861 Jan 02 09:49 PM WOODFORD BRENT EVP, Control, Fin Plan & Tax Dec 18 '23 Option Exercise 72.59 18,788 1,363,821 52,374 Dec 19 05:56 PM WOODFORD BRENT EVP, Control, Fin Plan & Tax Dec 18 '23 Sale 92.99 18,788 1,747,096 33,586 Dec 19 05:56 PM Chang Amy Director Dec 07 '23 Buy 92.69 1,078 99,918 6,216 Dec 08 04:59 PM
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